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Financial Services Administrator - Group Pensions - job post

Succession Wealth
BirminghamHybrid work
Permanent, Full-time
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Job details

Here’s how the job details align with your profile.

Job type

  • Full-time
  • Permanent

Shift and schedule

  • Monday to Friday

Pulled from the full job description

  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Free flu jabs
  • Health & wellbeing programme

Full job description

Financial Services Administrator - Group Pensions / Employee Benefits (Hybrid working)

Excellent Salary (DOE)

Based partly from our Glasgow (or Birmingham) office blended with some home working

Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications. We now have a fantastic opportunity for an experienced Group Pensions or Employee Benefits administrator to join the team.

As an Administrator you will work as part of a highly professional support team that enables our Planners to maintain a portfolio of employee benefits clients and ensures that the business is able to deliver an outstanding service to its customers.

Key aspects of the role will include:

· Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion

· Processing both group risk renewals and arranging group pension annual review meetings

· Ensuring that client records are kept up to date and accurate.

· Booking client meetings and appointments

· Preparing documentation, client reports and annual review correspondence.


We are looking for an excellent communicator with a passion for delivering an outstanding level of service and the confidence to maintain and develop strong relationships with both existing and potential clients.

You will also need:

· A minimum of 2 years’ experience within Employee Benefits and/ or Group Pension administration, plus...

· Good secretarial and numeracy skills with high degree of accuracy

· Excellent interpersonal and organisational skills

· Working knowledge of Microsoft Word and Excel packages essential

· Desirable knowledge of Adviser Office

What you can expect from us:

A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

  • 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
  • Excellent company pension scheme with a generous employer contribution.
  • Agile and family friendly working arrangements to allow for a great work/life balance.
  • Company sick pay.
  • Enhanced maternity, paternity and adoption pay.
  • Up to 40% discount on Aviva Insurance & Investment products.
  • £450 towards the purchase of home office equipment.
  • Group Life Assurance Scheme: 8 x salary.
  • Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
  • A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
  • Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
  • Support with cost of professional exams /study days.
  • Charity Days.
  • Company Events

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:

  • Employee Assistance Programme including access to a 24/7 support line.
  • Access to mental health first aiders.
  • Menopause support.
  • Parental and compassionate leave.
  • Wellbeing Library and Hub.
  • Aviva DigiCare and Workplace.
  • Bereavement Helpline.

Support in achieving your career goals

  • Sponsorship for relevant professional exams and study leave.
  • Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
  • Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
  • Clear career pathways and endless internal job opportunities.
  • Access to a huge range of free courses via our Learning Management system.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.

Job Types: Full-time, Permanent


  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Health & wellbeing programme
  • Referral programme
  • Sick pay
  • Store discount
  • Work from home


  • Monday to Friday

Ability to commute/relocate:

  • Birmingham: reliably commute or plan to relocate before starting work (preferred)


  • Group Pensions / Group Risk: 2 years (required)

Work Location: Hybrid remote in Birmingham

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